Financial Services Administration Manager

3 days ago

Sheffield, United Kingdom Fyfe Financial Full time

If you’re a skilled financial services administration manager looking for a new challenge, we’d love to hear from you


We’re Fyfe Financial, a Sheffield-based Chartered financial planning firm that believes our advice should positively impact our clients' real lives, not just their bank balances. Our core values include fairness, transparency and “going the extra mile” for our clients.


We’re looking for an organised, composed, and methodical individual with several years of experience in a similar role – someone who will inspire confidence amongst our clients and the rest of our team. A safe pair of hands


If the following describes you, we want to hear from you:


·      You are organised and have great attention to detail

·      You are process-driven and able to follow and improve our workflow

·      You can manage an ongoing workload, prioritise appropriately, and work to deadlines

·      You are methodical and good at keeping accurate records

·      You have strong communication skills and can work as part of a team.


Fyfe Financial


We’re a Chartered financial planning practice specialising in helping our clients not only build their wealth but also make the most of their money both whilst they are working and in retirement. We help them make informed decisions focused on what matters most so they can look back in the future without regrets.


Founded more than 30 years ago, we’re a family business that believes in providing sound advice at a fair price and putting our clients first.


Our focus on our clients means we now need to add a talented administration manager to our team. If that is you, we want to hear from you


Still interested? Excellent.


We’re looking for someone with a composed and organised personality who knows this type of role inside out.


You’ll be working with our two advisers, two client relationship managers and our office manager to deliver effectively for our 180 existing clients, and anyone new we bring onboard.


You will have overall responsibility for submitting new and existing business, primarily using the websites of investment platforms. You’ll also produce relevant documents such as application forms and key features documents.


You will also keep full and accurate records using our back-office database and check all transactions have been implemented correctly.


On any given day you might be:


·      Producing and prepopulating application forms

·      Obtaining illustrations and key features documents

·      Submitting new business applications

·      Dealing with income and withdrawal requests

·      Rebalancing investment portfolios

·      Submitting requests for fund switches

·      Updating our new business register

·      Documenting business submissions using our tasks and workflows

·      Evidencing submissions have been transacted correctly on our electronic filing system

·      Liaising with clients when submissions are complete.


If you’re the person we’re looking for, we need you to be able to demonstrate knowledge and experience of:


·      Financial services back-office systems (such as Plannr, Adviser Office, Intelligent Office, or Xplan)

·      Investment platforms such as Fidelity, Nucleus, and Wealthtime

·      Pension and investment companies such as Aviva, Standard Life, and InvestAcc

·      Financial services administration procedures

·      Submitting business via investment platforms

·      MS Office


If you’re the right person, you will benefit from:


·      A salary of between £32,000 and £36,000 dependent on experience

·      A hybrid office-based/from-home working arrangement (we’d like you to work three days a week in our Sheffield office)

·      25 days annual leave, plus all bank holidays

·      Group life (death in service) scheme

·      A non-contributary pension with generous 8% employer pension contributions (as you’d expect, we believe in retirement planning)


Get in touch


If you think you might be the person we need, please send your CV to richard@fyfefinancial.co.uk with a cover email telling us more about you, and why you’re the right fit for us.


Go on, go for it


Respectfully, no agencies please.

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